Want a fast and easy way to import your check transactions into QuickBooks Online? This application is on Intuit’s newest platform, the Intuit App Center. There is a free trial available here.

As long as your data is in an Excel or CSV file you can use Transaction Pro Importer for QuickBooks Online to upload these transactions to your QuickBooks Online company file. Your import file can contain columns in any order, have whatever headers you want and can have extra columns. We have provide a suggested template for you to review or start with to save you time. You can download this template here. If you use the template we provide then you won’t need to map any fields since Transaction Pro automatically maps fields with the same name.

Below is a table showing all the fields supported as well as the data format expected in your import file. To see the entire table change the number of rows in the show entries box.

QuickBooks Field

QuickBooks Form - Field Description

Notes

Required Field

Type (D for Date, N for Number and T for Text)

RefNumber

Write Check - Check #

If the transaction is flagged as to be printed this field is used by TPI for internal grouping purposes.

Y

T

BankAccount

Write Check - Bank Account

If using account names include both the account and the sub account separated by a colon (Account:Subaccount). If using account numbers select the option, "Enable Account Numbers on Transactions."

Y

T

Vendor

Vendor - Full Name

If this an existing vendor TPI will use the info on the vendor information screen to produce the check. If the vendor does not exist TPI will create the vendor with whatever info is in the import file.

Y

T

TxnDate

Write Check - Date

D

AddressLine1

Write Check - Address Box

T

AddressLine2

Write Check - Address Box

T

AddressLine3

Write Check - Address Box

T

AddressLine4

Write Check - Address Box

T

AddressCity

Write Check - Address Box

T

AddressState

Write Check - Address Box

T

AddressPostal Code

Write Check - Address Box

T

Msg

Write Check - Memo

T

ToBePrinted

ToBePrinted

Y for Yes, N for No. If left blank assumed to be No.

T

ExpenseAccount

Write Check - Itemize by Account - Account

ExpenseAccount and ExpenseAmount are both required if using accounts on your checks.

T

ExpenseAmount

Write Check - Itemize by Account - Amount

ExpenseAccount and ExpenseAmount are both required if using accounts on your checks.